EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101459
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T10:57:47-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 WEST TOWN ST | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066475783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EILE | NameControl |
| Phone | 8603760235 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PATRICIA JACKMAN 119 COLONEL BR | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA JACKMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 8603760235 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A LASARACINA CPA | Name |
| Phone | 8608865186 | Phone |
| Date Prepared | 2013-05-09 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1318079 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 46 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 46 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 46 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14030 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14030 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14030 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 6992 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14076 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21068 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 14076 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 23122 | LegalFeesRevAndExpnss |
| Legal Fees Adj Net Incm | 23122 | LegalFeesAdjNetIncm |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 600 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 2763 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 2763 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 2763 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 231 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 231 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 5006 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 5006 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 5006 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14983 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 14983 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 14983 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46705 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 46705 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22752 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47955 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 46705 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24002 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33879 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21068 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17212 | CashBOY |
| Cash EOY | 64259 | CashEOY |
| Cash EOYFMV | 64259 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 130 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 130 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 130 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 972277 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 956396 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 956396 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 297294 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 5291 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 281326 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 292003 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 297294 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1270945 | TotalAssetsBOY |
| Total Assets EOY | 1312788 | TotalAssetsEOY |
| Total Assets EOYFMV | 1318079 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1270945 | RetainedEarningsBOY |
| Retained Earnings EOY | 1312788 | RetainedEarningsEOY |
| Total Net Assets BOY | 1270945 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1312788 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1270945 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1312788 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1270945 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33879 | ExcessOfRevenueOverExpenses |
| Other Increases | 76346 | OtherIncreases |
| Subtotal | 1313412 | Subtotal |
| Other Decreases | 624 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1312788 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAIN DISTRIBUTION | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 6992 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 0 | CostOrOtherBasis |
| Gain Or Loss | 6992 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 6992 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6992 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8175 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1280877 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.006382 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16374 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1268291 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.012910 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21517 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1192622 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.018042 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21013 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1284764 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.016356 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18070 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1400693 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.012901 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.066591 | TotalDistributionRatio |
| Average Distribution Ratio | 0.013318 | AverageDistributionRatio |
| Net Noncharitable Assets | 1282960 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17086 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 211 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17297 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24002 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 211 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 211 | Subtotal |
| Tax Based On Investment Income | 211 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 211 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PATRICIA JACKMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8603760235 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER FRAME | ||||||||
| 1703 EAST SECOND AVE | BROOKLYN | NY | 11223 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GEORGE W CLARKE ESQ | ||||||||
| 80 PLYMOUTH ROAD | SMITHTOWN | NY | 11787 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LAND TRUST ALLIANCE | Description1 |
| Expenses1 | 250 | Expenses1 |
| Description2 | MAKE A WISH FOUNDATION | Description2 |
| Expenses2 | 500 | Expenses2 |
| Description3 | FRANCISCAN FRIARS | Description3 |
| Expenses3 | 500 | Expenses3 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 964337 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40866 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 297294 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1302497 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1302497 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19537 | CashDeemedCharitable |
| Net Noncharitable Assets | 1282960 | NetNoncharitableAssets |
| Minimum Investment Return | 64148 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24002 | ExpensesAndContributions |
| Qualifying Distributions | 24002 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 211 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23791 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 8175 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8175 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24002 | QualifyingDistributions |
| Remaining Distri From Corpus | 24002 | RemainingDistriFromCorpus |
| Total Corpus | 32177 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 32177 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 8175 | ExcessFromYear1 |
| Excess From Current Year | 24002 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 15930 | Year1 |
| Total | 15930 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | 13541 | Year1 |
| Total | 13541 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 24002 | CurrentYear |
| Year1 | 8175 | Year1 |
| Year2 | 16547 | Year2 |
| Year3 | 21632 | Year3 |
| Total | 70356 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 24002 | CurrentYear |
| Year1 | 8175 | Year1 |
| Year2 | 16547 | Year2 |
| Year3 | 21632 | Year3 |
| Total | 70356 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1318079 | CurrentYear |
| Year1 | 1276005 | Year1 |
| Year2 | 1124232 | Year2 |
| Year3 | 1251563 | Year3 |
| Total | 4969879 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1318079 | CurrentYear |
| Year1 | 1276005 | Year1 |
| Year2 | 1124232 | Year2 |
| Year3 | 1251563 | Year3 |
| Total | 4969879 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LAND TRUST ALLIANCE | ||||||
| 112 SPRING ST SUITE 205 | SARATOGA SPRINGS | NY | 12866 | 501c3 | CHARITABLE | $250 |
| MAKE A WISH FOUNDATION | ||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | 501C3 | CHARITABLE | $500 |
| FRANCISCAN FRIARS | ||||||
| 199 COLONEL BROWN RD | GRISWOLD | CT | 06351 | 501C3 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE REAL ESTATE | Description |
| Exclusion Code | 30 | ExclusionCode |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,030 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,992 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,068 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21068 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 956396 | EOYBookValue |
| EOYFMV | 956396 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|
| LAND | 265000 | 265000 | |
| FURNITURE AND FIXTURES | 6386 | 1277 | 5109 |
| IMPROVEMENTS | 25908 | 25726 | 182 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX | Description |
| Amount | $624 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECURITY | 771 | 771 | 771 |
| GROUNDS MAINTENANCE | 2156 | 2156 | 2156 |
| PEST CONTROL | 1048 | 1048 | 1048 |
| INSURANCE | 5759 | 5759 | 5759 |
| PROPERTY MANAGEMENT | 2200 | 2200 | 2200 |
| SUPPLIES | 816 | 816 | 816 |
| TELEPHONE | 973 | 973 | 973 |
| POSTAGE | 157 | 157 | 157 |
| REPAIRS & MAINTENANCE | 408 | 408 | 408 |
| CLEANING | 695 | 695 | 695 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL GAIN DISTRIBUTION(NET) | $6,992 |
| UNREALIZED GAINS | $69,354 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $303 | 303 | 303 |
| REAL ESTATE TAXES | $2,460 | 2460 | 2460 |
Comments